Migrating to Bold Subscriptions

Overview

If you are interested in migrating your active subscribers to Bold Subscriptions, please reach out to our Migration specialist first. They will help determine your stores requirements, including our app's compatible payment gateways.

Once you are ready to migrate to Bold Subscriptions, please download and complete the Bold Subscriptions Import Template CSV File (2 KB). Our Migrations team will be able to review this information, and import it to our app.

Note: Please read and follow this guide before submitting your import template to our team. Mis-filled templates can result in a delay to your import process.

  If you have any questions about filling out the form, please see our detailed explanation of the import template CSV columns, here:


A - Shipping First Name: 

First name of the customer, who will be receiving the subscription. This information is required.

B - Shipping Last Name:

Last name of the customer, who will be receiving the subscription. This information is required.

C- Shipping Email:

Email address for the customer. Needs to be the same email address provided for the Billing Email column. This information is required.

D - Shipping Address:

This information is required.

E - Shipping Address 2:

This section can be used for your customers apartment number, or othershipping information that was entered within the order. This information is not a requirement for the CSV.

F - Shipping City:

This information is required.

G - Shipping Province State:

Required for countries that ask for province or state during the Shopify checkout process.

Note: Do not abbreviate American states or Canadian provinces; they must be the full province or state name.

H - Shipping Country:

This information is required.

I - Shipping Postal Zip Code:

This information is required. If you are in the US and your Zip code is 9 digits long, please put a dash in between. For example, 64735-1234

J - Shipping Phone:

This information is not required unless you require phone numbers for your orders in Shopify. This setting is found under Settings > Checkout in your Shopify admin.

K - Billing First Name

This information is required. First name on the customer's credit card.

L - Billing Last Name

This information is required. Last name on the customer's credit card.

M - Billing Email

Email address of the customer. Needs to be the same email address provided for the Shipping Email column. This information is required. 

N - Billing Address

This information is required, as the spreadsheet has to match the address stored on file for the customer's credit card.

O - Billing Address 2

This information is optional, but has to match the address stored on file for the customer's credit card.

P - Billing City

This information is required, and has to match the address stored on file for the customer's credit card.

Q - Billing Province State

This information is required for countries that ask for province or state during the Shopify checkout process.

Please do not abbreviate American states or Canadian provinces, as the spreadsheet must be the full province or state. Has to match the address stored on file for the customer's credit card.

R - Billing Country 

This information is required. Has to match the address stored on file for the customer's credit card.

S - Billing Postal Zip Code

This information is required. Has to match the address stored on file for the customer's credit card. 

If you are in the US and your Zip code is 9 digits long, please put a dash in between. For example, 64735-1234

T - Billing Phone

This information is not required unless your require phone numbers for your orders in Shopify. This setting is found under Settings -> Checkout in your Shopify admin.

  • If a customer is subscribed to multiple products, we require a row created for each product. Duplicate the customer information for each row.
  • If the customer shipping and billing information, order frequency, and "Next Charge" line up exactly, they will be merged into one subscription following the import.
  • If the products have different order frequencies, this will result in multiple subscriptions being created for the customer.

U - Product Title

This section is required. The Product Title comes directly from Shopify when viewing the product. This needs to be exact, directly copied and pasted.

Product_Title_Example.png

V - Variant Title

This section is required. The Variant Title comes directly from Shopify when viewing the product. This does not need to be exact, but is best just copy and pasted from Shopify. We pull the variant based on the ID provided, not the title.

Variant Title Example #1: XS, S, M, L, XL would be the variant titles in this example.

Sizing_Examples.png

Variant Title Example #2: There are two variants here so the variant titles would be: 6 black, 6.5 black, 7 black, 7.5 black, etc.

Variant_Title_Example.png

W - SKU

This information is not required, but can be provided. We rely on Product ID and Variant ID.

X - Product ID

This information is required. This is found when editing the product in Shopify, in your browser URL bar. You can copy and paste this directly from the browser bar. This is what we rely on to link the correct product.

In this example, the product ID is 8936794312.

Product_ID_Example.png

Y - Variant ID 

This information is required. This is found when editing the specific variant in Shopify, in your browser URL bar. You can copy and paste this directly from there. This is what we rely on to link the correct variant.

You would find the specific variant and select "Edit".

Then you would find the ID in the browser bar, at the end of the URL. The variant ID, in this case, is 32125539272.

Variant_ID_Example.png

Z - Price

This information is required. This should be the exact price you want to charge the imported customer for the product. It should be the product price-per-unit. You should incorporate any automatic discounts your previous platform would have applied to the product price. The price you enter can be different than the current Shopify listed price if the migrated customers are on a legacy plan.

Taxes and any applicable shipping will be calculated when Bold Subscriptions produces the order in Shopify.

AA - Quantity

This information is required. This numerical value is how many of that specific product they have subscribed to.

AB - Frequency Number

This information is required. Needs to be a numerical value. This column combines with the "AC" column.

AC - Frequency Type

This information is required. This column combines with the "AB" column.

Needs to be one of these values: Days, Weeks, Months, Years.

AB and AC columns combine to produce this:

  • 1 Weeks
  • 2 Months
  • 6 Months
  • 1 Years

Important

AD - Next Charge/Next Order Date

This information is required for all subscribers. This is the date for their first Shopify order to be processed by Subscriptions. This always needs to be a date in the future, scheduled at least the following day after the import has been completed.

Note: If the subscription is prepaid, this doesn't necessarily mean the customer will be charged on this date. The date you provided should always be the date of their next Shopify order. Just consider this their next upcoming prepaid order date. How we calculate when a prepaid subscription is meant to renew, is based on the prepaid columns found further in the CSV file.

Formatting for these dates is key.

The required date format is 2020-10-30, aka YYYY-MM-DD. 

AE - Tax Included 

This information is required. This needs to be set for TRUE or FALSE.

TRUE - Taxes are included in the price of the product. You do not charge taxes on top of your product prices at all. 

FALSE - Taxes are not included in the price of the product. You do charge taxes on top of your product prices where applicable.

AF - Tax on Shipping

This information is required. This needs to be set for TRUE or FALSE.

TRUE - You would like to charge tax on your shipping rates.

FALSE - You do not want to charge taxes on your shipping rates.

AG - Use Shopify Setting

This will always be set to TRUE. This can be left blank, and filled in by the importer.

AH - Payment Gateway Customer ID

This process depends on what payment gateway you have been using on your previous platform/app. We can only import active subscribers from our Supported Payment Gateways. We do not support PayPal.

If you used Stripe or Braintree on your previous platform we require a customer token or customer ID for each subscriber.

Stripe Braintree

For Stripe, we require the Stripe Customer ID.

This is how they are typically formatted:

cus_123456ABC67

For Braintree, we require a Braintree Customer ID.

This is usually a series of numbers.

If you are currently using a Bold Subscriptions supported payment gateway that is not Stripe or Braintree, and are looking to import your subscribers into Subscriptions, please contact our Merchant Success team to discuss the process further. It may not always be possible, but we can provide next steps.

AI - Shopify Customer ID

This information is not required. You can insert your existing Shopify Customer IDs from your current Shopify store, which is exportable from Shopify.

Note: If you choose to include your Shopify Customer ID to the import template, your customers will be able to manage their subscriptions as soon as they are imported. Otherwise, the customers would need to wait until their first subscription order generates.

We can import existing prepaid subscribers even if they are in the middle of their prepaid subscription.

  • If you offer automatically expiring subscriptions that automatically cancel/move inactive after a set # of orders have passed, we can import those too.
  • The way you fill in these columns will tell the app how many orders they have left, how many they signed up for in total, and the behavior to expect at the end of their subscription.
  • All of these columns require a TRUE or FALSE value or a numerical value.

AJ - Total Recurrences

Prepaid Subscriptions  Expiring Subscriptions
  • If it is a prepaid subscription, this is where you tell us how many orders they prepaid.
  • This is the total # of orders they prepaid on their initial order.
  • This needs to be a number.
  • If they prepaid for 12 orders, enter 12.
  • If they prepaid for 6 orders, enter put 6.
  • If it is an automatically expiring subscription, this is where you tell us how many orders they signed up for.
  • This needs to be a number.
  • If you offer a subscription that expires after 6 orders, enter 6.
  • If you offer a subscription that expires after 12 orders, enter 12.

AK - Current Count

Prepaid Subscriptions  Expiring Subscriptions
  • If this is a prepaid subscription, this is where you tell us how many orders the customer has already had.
  • The number you enter here is the number of orders they have already had generate.
  • Based on this number, we know now how many orders they have left.
  • If they prepaid for 12 orders, and have 6 orders left, enter 6.
  • If they prepaid for 6 orders, and have 2 orders left, enter 4.
  • If this is an expiring subscription, this is where you tell us how many orders the customer has already paid for.
  • The number you insert here is the number of orders they have already had generated and have been paid for.
  • Based on this number, we know now how many orders they have left before their subscription expires automatically.
  • If they signed up for 12 orders, and have 6 orders left, enter 6.
  • If they signed up for 6 orders, and have 2 orders left, enter 4.

AL - Is Prepay

TRUE - This is a prepaid subscription. This requires filling out columns AJ, AK, and AM.

FALSE - This is NOT a prepaid subscription. You do not need to fill in any other prepaid columns unless applicable.

AM - Recur After Limit

This column applies to prepaid subscriptions only.

Is the prepaid subscription set to fully renew again, or expire automatically?

TRUE - This prepaid subscription will automatically fully auto-renew at the end. They will be billed based on the number of prepaid orders dictated in the "Total Recurrences" column.

FALSE - This prepaid subscription will automatically move to inactive status (cancel) after their last prepaid order generates. This means it will expire automatically.

AN - Notes

This information is not required. Put in any order notes you'd like to appear when the order generates in Shopify.

AO - Original Purchase Date

This information is required. This is necessary for the Bold Subscriptions' stats to be accurate.

This is the date that the customer originally signed up for their subscription. Formatting for these dates is key!

Note: The required date format is YYYY-MM-DD - ex: 2020-10-30.

AP - Paused Subscription

This column indicates whether or not a subscription is paused.

TRUE - This is for paused Subscriptions.

FALSE - This is for active Subscription that are not paused.

Each subscription needs to be marked as "true" (paused subscription) or "false" (active subscription).

AQ - Active

TRUE - The Subscription is currently active.

FALSE  - The Subscription is currently Inactive.

For this section, we recommend only importing active subscribers as it will save you a lot of time for the migration.

The main benefit to adding your past subscribers that are now inactive would be to have a record of their order within the Bold Subscriptions app. However, this information is also located within your Shopify orders page.

 

 


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